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Benefit Plan

Helvetia Benefit Plan
Helvetia Benefit Plan

The Helvetia Benefit Plan puts your plans for the future on a firm footing. A classic life insurance product that enables you to save for retirement without risk.

  • Secure provision for old age thanks to guaranteed benefits
  • May be taken out with or without a capital withdrawal option
  • Guaranteed benefit in the event of death
  • Additional lump-sum death benefit option
  • Additional cover possible for incapacity to work
  • Tax advantages with Pillars 3a and 3b

Life insurance benefit Plan – the pension solution for you?

The Helvetia Benefit Plan is a classic life insurance product that is particularly appropriate for security-oriented savers who want comprehensive benefit coverage:

  • Secure provision for retirement
  • Security for your financial obligations (e.g. mortgage),
  • Security for your family, partner or business partner in case you die

You systematically build up pension capital and benefit from contractually guaranteed benefits. So, when you conclude the insurance, you already know how much you will receive when the contract expires.

A brief guide to the Benefit Plan

Advisory meeting

Helvetia can help you find the best-possible solution to finance your retirement.

Benefit Plan – the solution to match your needs
Secure your livelihood
Get tailored protection for yourself and your loved ones with a disability pension and lump-sum death benefit.
Save and realize your dreams
The premium waiver enables you to reach your savings target easily.
Invest money
Your money is invested securely. As the benefits are guaranteed, you know right from the start how much you will be paid.
Be financially independent
Systematic saving means you will have adequate financial means at your disposal even after your retire.
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